See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,437 | $152,587-58.4% | $125,175-49.3% | $152,861-58.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 22.38% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $938 | $4,946-81.0% | $3,865-75.7% | $4,762-80.3% |
| Participant deferral / active EE | $4,838 | $5,868-17.6% | $4,937-2.0% | $5,850-17.3% |
| Admin fee / account holder | $277 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |